Apex Clearing Support on Quicken for Windows

orkinman
orkinman Quicken Windows Subscription Member ✭✭
edited June 2023 in Download, Add/Update Accounts (Windows)

Mac seems to support connecting to Apex and has for over a year, is it possible to have Apex Clearing added to the Windows version?

I understand that you typically have to request this from the bank directly, but in this case it's already supported on Mac, so is it a Quicken issue at this point?

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello,

    Thank you for reaching out to the Community with your question.

    In order for a financial institution to support downloads to Quicken and to be added to our bank list, the request to be added would need to be made and submitted by the financial institution to our service providers. 

    Even though this financial Institution is already supported on Quicken for Mac, you will still need to contact your financial institution directly and tell them you'd like to have transactions download support added to Quicken for Windows as well, as Mac and Windows each have separate servers in order to connect.

    I hope this information serves to be useful to you! Thank you.

    -Quicken Anja
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  • orkinman
    orkinman Quicken Windows Subscription Member ✭✭
    edited May 2023

    Thanks, I've contacted their support to request Quicken for Windows to be enabled.

This discussion has been closed.

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